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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,822 | $211,239-97.2% | $178,528-96.7% | $145,877-96.0% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 4.89% | 30.22%-25.3pp | 27.11%-22.2pp | 551.28%-546.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,183 | $6,963-68.6% | $6,278-65.2% | $6,691-67.4% |
| Admin fee / account holder | $524 | $12,095-95.7% | $10,419-95.0% | $13,402-96.1% |